布局两年后 隆基绿能扩容“BC生态圈”

Core Viewpoint - Longi Green Energy is strategically focusing on Back Contact (BC) technology, which is expected to play a crucial role in the future of the photovoltaic industry [3][4]. Group 1: BC Technology Development - Longi Green Energy has established BC technology as the core product line for future development, emphasizing its competitive advantages such as higher power output and efficiency [4][5]. - The company has reported that the maximum mass production power of its HPBC second-generation components has reached 670W, which is over 30W higher than the mainstream TOPCon components [4][5]. - Longi's commitment to R&D is evident, with a planned investment of 5 billion yuan in 2024, representing 6.07% of its revenue, focusing on BC batteries and other advanced technologies [5][11]. Group 2: Industry Challenges and Responses - The photovoltaic industry is currently facing significant challenges, including a price war that has led to a more than 40% drop in component prices and a squeeze on profit margins [4]. - Longi Green Energy views the current crisis as an opportunity for transformation, launching deep structural changes in product, cost, and capacity investments [4][10]. Group 3: BC Ecosystem and Collaboration - Longi Green Energy has initiated the construction of a BC innovation ecosystem, aiming for open collaboration and mutual benefits with partners [7][9]. - The establishment of the Global BC Collaborative Innovation Center is intended to enhance cooperation and accelerate technological breakthroughs within the industry [10][11]. - The "Crowd Walker Plan" has attracted multiple partners, including Laplace and Shaanxi Xingbei New Energy Technology, to collaborate on R&D and production [8][9]. Group 4: Future Outlook - The BC technology is projected to have significant growth potential, with estimates suggesting that the domestic production capacity could increase from 25GW last year to 45-50GW this year [11]. - Experts believe that there is still over ten times the development space for BC technology, indicating a promising future for companies that can capitalize on this trend [11].